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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$185M
2
JHIU
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
Invesco
Georgia
$888M
4
Cohen & Steers
Cohen & Steers
New York
$903M
5
SAMC
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
Deutsche Bank
Germany
$247M
4
VAM
Visium Asset Management
New York
$0
5
AAMU
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
426
Sentry Investment Management
Wisconsin
$268K -$93.5K -1,500 -26%
PCM
427
Perkins Capital Management
Minnesota
$267K -$76.7K -1,230 -22%
FHC
428
First Houston Capital
Texas
$264K +$264K +4,230 New
ALA
429
Atherton Lane Advisers
California
$256K – – –
BTNA
430
Bremer Trust National Association
Minnesota
$256K +$435 +7 +0.2%
IB
431
Intrust Bank
Kansas
$245K -$38.5K -617 -14%
1GA
432
1st Global Advisors
Texas
$244K -$69.9K -1,121 -22%
FTIOP
433
Fiduciary Trust International of Pennsylvania
Pennsylvania
$244K +$4.37K +70 +2%
NDSI
434
Newman Dignan & Sheerar Inc
Rhode Island
$243K -$3.12K -50 -1%
OPCM
435
Osborne Partners Capital Management
California
$237K -$43.6K -700 -16%
SCA
436
SAC Capital Advisors
Connecticut
$235K -$960K -15,399 -80%
BA
437
Boston Advisors
Massachusetts
$231K – – –
SI
438
SII Investments
Wisconsin
$225K -$1.76M -28,490 -89%
CFB
439
Cullen/Frost Bankers
Texas
$224K +$22.4K +360 +11%
NRS
440
Neville Rodie & Shaw
New York
$220K +$250 +4 +0.1%
UR
441
USCA RIA
Texas
$220K +$33.2K +533 +18%
Bank of Nova Scotia
442
Bank of Nova Scotia
Ontario, Canada
$216K -$21.8K -350 -9%
FIM
443
Freedom Investment Management
Connecticut
$216K +$216K +3,456 New
MCM
444
McKinley Capital Management
Alaska
$214K – – –
GLI
445
Guardian Life Insurance
New York
$214K +$3.43K +55 +2%
TT
446
Tower Trust
Indiana
$209K – – –
PFBT
447
Parkside Financial Bank & Trust
Missouri
$200K +$560 +9 +0.3%
BSA
448
Braun Stacey Associates
New York
$200K +$6.25K +100 +3%
LSV Asset Management
449
LSV Asset Management
Illinois
$188K +$188K +3,020 New
OA
450
OFI Advisors
Pennsylvania
$185K +$36.9K +593 +25%
16 17
18
19 20